PSA
Forecasting
Monthly Financials
Reporting
100

I need to be created if you want to request resources.

What's an RPL?

100

I'm the beginning of our Fiscal Year?

What's February?

100
Every month I gather the financials via this method.

What is the Student Projects Monthly Financial form?

100

I'm where you go to access reports.

What's PSA? (Project Management tile)

200

I get generated once a new RPL is created

What's resource forecast?

200

I can't forecast these in PSA...

What are investment hours?

200

You gather the pre-month close at this time...

What is the third week of the month?

200

I show you your project actuals...

What's the Billable Transaction Project Hours Details report?


300

In PSA, I capture the total number of hours in an SOW...

What's the Quantity field?

300

I'm the number of remaining hours to complete my project...

What's ETC?

300

You manually keep track of these number, not on PSA...

What is investment forecast?

300

I show you your project forecast...

What is the Services Forecasted Hours with Project Detail report?

400

I hold the rate per hour for each Project Role

What is the Contract Rate Sheet?

400

I'm the number of remaining hours to complete my project + actuals...

What's EAC?

400

I'm the last page of the form

What's the PSA Reports attachment page?

400

I help you calculate your variance...

What is the Forecast vs Actual Project Hours – Project Based report?

500

I exist, but I'm only temporary...all my resources rates are $0, and you request me via a SFDC case...

What's an at-risk project?

500

I'm the most efficient tool to manage forecast in PSA...

What's worksheets?

500

You need to comment on me if you are +/-5% variance.

What's variance justification?

500

Each month you have to sign-off on me in PSA...

What's the Monthly Forecast Sign-off process?